Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets and serve clients in all 50 states and abroad.*
At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will partner with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out.
Our services include private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success.
At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.
*In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024.
Company Details
- Employees
- 1.95K
- Address
- 5454 W 110th St, Overland Park,kansas 66211,united States
- Phone
- (866) 909-5148
- cp****@****ond.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- creativeplanning.com
- Keywords
- Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, Institutional.
- HQ
- Overland Park, Kansas
Creative Planning Questions
Creative Planning's helpline number is (866) 909-5148
Creative Planning's website is creativeplanning.com
Creative Planning's LinkedIn profile is https://www.linkedin.com/company/creative-planning
Creative Planning has
1.95K employees.
View email and phone details for 1.95K
employees at Creative Planning.
Creative Planning's industry is
Financial Services
Creative Planning's top competitors are
Cresset,
Edelman Financial Engines,
Captrust,
Hightower Advisors,
Creative Planning Business Services,
Wealth Enhancement,
Beacon Pointe,
Mercer Advisors,
Cerity Partners,
Mariner.
Creative Planning's support email address is cpi@thinkingbeyond.com
Creative Planning's categories are Financial Services
